Creative Planning
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Creative Planning’s Urban Edge Properties UE Stock Holding History

Creative Planning’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Buy
20,989
+4,405
+27% +$97.1K ﹤0.01% 3216
2026
Q1 		$331K Sell
16,584
-717
-4% -$14.4K ﹤0.01% 3347
2025
Q4 		$332K Sell
17,301
-1,028
-6% -$19.9K ﹤0.01% 3173
2025
Q3 		$375K Buy
+18,329
New +$365K ﹤0.01% 2968
2025
Q1 		– Sell
-11,323
Closed -$243K – 3727
2024
Q4 		$243K Buy
11,323
+195
+2% +$4.34K ﹤0.01% 2829
2024
Q3 		$238K Buy
+11,128
New +$224K ﹤0.01% 2711
2023
Q2 		– Sell
-28
Closed -$422 – 2833
2023
Q1 		$422 Buy
+28
New +$421 ﹤0.01% 2591
2017
Q3 		– Sell
-224
Closed -$5K – 3597
2017
Q2 		$5K Sell
224
-167
-43% -$4.2K ﹤0.01% 4008
2017
Q1 		$10K Buy
391
+13
+3% +$355 ﹤0.01% 3606
2016
Q4 		$10K Buy
378
+96
+34% +$2.55K ﹤0.01% 3564
2016
Q3 		$8K Buy
282
+73
+35% +$2.11K ﹤0.01% 3667
2016
Q2 		$6K Sell
209
-6
-3% -$161 ﹤0.01% 3561
2016
Q1 		$6K Hold
215
– – ﹤0.01% 3513
2015
Q4 		$5K Hold
215
– – ﹤0.01% 3699
2015
Q3 		$5K Buy
+215
New +$4.6K ﹤0.01% 3640
2015
Q2 		– Sell
-267
Closed -$6K – 2902
2015
Q1 		$6K Buy
+267
New +$6.39K ﹤0.01% 3475

Other funds holding UE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Creative Planning's UE Position: Q2 2026 in Review

Creative Planning increased its Urban Edge Properties (UE) stake by 27% in Q2 2026, buying an estimated $97.1K and bringing the position to 20,989 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #3216.

Creative Planning first reported a position in UE in Q1 2015 and has held it in 16 quarters since. 273 funds tracked by Wall St. Rank hold UE as of Q2 2026.

  • Creative Planning held 20,989 shares of Urban Edge Properties worth $480K as of Q2 2026.
  • Creative Planning bought 4,405 Urban Edge Properties shares in Q2 2026, an estimated $97.1K.
  • Urban Edge Properties made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3216 holding.
  • Creative Planning first reported a position in Urban Edge Properties in Q1 2015 and has held it in 16 quarters since.
  • 273 funds tracked by Wall St. Rank held Urban Edge Properties as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.